WBH Advisory’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

WBH Advisory’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,233	Closed	-$581K	–	303
2022 Q2	$581K	Sell	12,233 -2,251	-16%	-$106K	0.08%	189
2022 Q1	$677K	Sell	14,484 -4,386	-23%	-$211K	0.08%	185
2021 Q4	$928K	Buy	+18,870	New	+$930K	0.11%	159
2020 Q2	–	Sell	-5,520	Closed	-$269	–	234
2020 Q1	$269	Hold	5,520	–	–	0.06%	189
2019 Q4	$271K	Buy	+5,520	New	+$271K	0.06%	212

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WBH Advisory's SHM Position: Q3 2022 in Review

WBH Advisory sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2022, closing a stake of 12,233 shares — an estimated $581K sold.

WBH Advisory first reported a position in SHM in Q4 2019 and held it in 5 quarters. The position peaked at $928K in Q4 2021. 444 funds tracked by Wall St. Rank hold SHM as of Q3 2022.

WBH Advisory reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2022 after selling out during the quarter.
WBH Advisory sold 12,233 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2022, an estimated $581K.
WBH Advisory first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and held it in 5 quarters.
WBH Advisory's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $928K in Q4 2021.
444 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2022.

Based on WBH Advisory's 13F filing for Q3 2022, filed 18 Oct 2022.